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Portfolio (Quarterly) Guide ↗

Valtinson Bruner Financial Planning LLC

· CIK 0001761450
13F Portfolio $399M AUM 189 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 9 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHJ SCHWAB STRATEGIC TR 9,968.0 $246K 0.06% NEW $24.66 -0.5%
162 MTUM ISHARES TR 713.0 $244K 0.06% NEW $342.85 -11.3%
163 SCHB SCHWAB STRATEGIC TR 8,341.0 $242K 0.06% NEW $28.96 +2.9%
164 BSV VANGUARD BD INDEX FDS 3,088.0 $241K 0.06% NEW $77.90 -0.3%
165 INTC INTEL CORP Technology 1,721.0 $240K 0.06% NEW $139.63 -34.0%
166 BJUL INNOVATOR ETFS TRUST 4,403.0 $239K 0.06% NEW $54.31 +2.4%
167 VOOG VANGUARD ADMIRAL FDS INC 2,826.0 $233K 0.06% NEW $82.62 +2.4%
168 USFR WISDOMTREE TR 4,574.0 $230K 0.06% NEW $50.35 -0.0%
169 UTEN RBB FD INC 5,305.0 $229K 0.06% NEW $43.20 -1.8%
170 XOM EXXON MOBIL CORP Energy 1,657.0 $226K 0.06% NEW $136.69 +14.4%
171 IWR ISHARES TR 2,050.0 $226K 0.06% NEW $110.32 +2.7%
172 GAL SSGA ACTIVE ETF TR 4,225.0 $223K 0.06% NEW $52.84 +2.3%
173 UFIV RBB FD INC 4,607.0 $222K 0.06% NEW $48.25 -0.9%
174 GEV GE VERNOVA INC Utilities 188.0 $221K 0.06% NEW $1175.11 -18.8%
175 ITOT ISHARES TR 1,341.0 $220K 0.06% NEW $164.27 +2.9%
176 SBUX STARBUCKS CORP Consumer Cyclical 2,145.0 $219K 0.06% NEW $102.19 +5.0%
177 ABT ABBOTT LABORATORIES Healthcare 2,409.0 $219K 0.06% NEW $90.74 +23.0%
178 NULG NUSHARES ETF TR 1,865.0 $218K 0.06% NEW $117.06 -0.8%
179 IWD ISHARES TR 879.0 $213K 0.05% NEW $242.42 +6.3%
180 BP BP PLC Energy 5,765.0 $213K 0.05% NEW $36.95 +14.6%
Page 9 of 10  ·  189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Basic Materials 24.5%
Financial Services 20.0%
Healthcare 6.6%
Industrials 5.1%
Utilities 4.6%
Consumer Cyclical 3.5%
Communication Services 2.8%
Consumer Defensive 2.7%
Energy 2.1%